Share a campaign launch brief with the team
Give everyone one concise place to see the campaign goal, timing, and immediate next steps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
Campaign launch details can be split between CRM notes and team chat, leaving people unsure what to do next.
- Send launch details to the chosen Dailybot destination.
- Keep the brief focused on context included in the request.
- Reduce repeated explanations across team conversations.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dailybot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to turn the supplied Agile CRM campaign launch details into a short Dailybot brief for the destination named in the request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real campaign and confirm the brief includes only supplied details.
Questions about this workflow
Does this fetch campaign data from Agile CRM?
No Agile CRM event is available here. Include the campaign details and Dailybot destination in the webhook request.
Can the message include markdown?
Yes. The Dailybot Send Message action supports markdown formatting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dailybot. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
Agile CRM and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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